Epstein Financial Services Welcomes Matthew Gilmore
HOLYOKE — Epstein Financial Services recently welcomed Matthew Gilmore to the firm as a retirement plan consultant.
The firm has grown substantially over the past several years with a recent upsurge in new clients due to the Department of Labor’s new fiduciary ruling. Over the coming months, Gilmore will work closely with founder Charlie Epstein to ensure the firm’s extensive services and mission statement are reflected in Gilmore’s continued growth within the firm.
Gilmore gained extensive experience as a MassMutual business development consultant, meeting with business owners, plan administrators, advisors, and third-party administrators to review, evaluate, and discuss a business’ 401(k) retirement plan and/or defined-benefit pension-plan options.
He is an accomplished retirement-services consultant with eight years of experience with MassMutual and the Hartford, with regard to 401(k) and 403(b) retirement plans, investment and cost analysis, and participant education. He recently obtained his Accredited Investment Fiduciary certification and is a graduate of Western New England University with a bachelors degree in business administration.
